5AM Venture Management, LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$360,209
Net value change ($000)
+42,106 (13.2%)
New positions
2
Sold out positions
3
Turnover %
12.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ERAS 36,295 180.5%
TYRA 12,362 45.7%
TRDA 9,492 22.8%
CNTA 8,546 58.8%
ALXO 6,130 NEW
TECX 6,097 48.2%
ARTV 5,059 50.1%
ZNTL 3,908 73.3%
MPLT 2,627 15.7%
RLYB 2,617 NEW
Top Reduces (Value $000, Stocks/ETFs)
VRDN -22,923 -100.0%
ELVN -11,896 -100.0%
CAMP -10,095 -28.1%
EYPT -5,649 -29.4%
RLYB -2,491 -100.0%
BHVN -2,091 -25.1%
SKYE -1,308 -18.0%
SLN -385 -13.3%
TARA -164 -2.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type